CRM software solutions

Entities

Most businesses face the dilemma of limited customization capability from the CRM software they are using. While vendors provide functionality to add fields to the software, they don't provide users with the flexibility to tailor their software to their company’s needs.

Until Microsoft CRM, no alternative options were available

Over the course of CRM history, users repeatedly received limited ability to customize their CRM software to thie company needs, causing a great deal of frustration. They were left with only one of two choices.

You could develop an in-house customized solution tailored to your company’s specific needs. This was an extremely expensive and painstaking process. Your second option was  to adapt to whatever features the CRM package offered. Neither presented a good solution. The custom in-house solution has rarely been a success. In fact, it has remained a major huddle in the productivity of  CRM software

Until now those were your only options. But not anymore, thanks to  the introduction of Microsoft CRM. Flexibility has never been so easy.

Microsoft CRM, a new innovative approach

When Microsoft recognized this huge gap between CRM and Office Suite, they were quick to introduce a new concept called ENTITIES into Microsoft CRM.

'Entities' allows  users to customize the software according to their specific needs. Adding an Entity Module is quick and easy. In just a couple of hours you can create an Entity Module. You will no longer need to allocate a big budget to acquire custom modules for use in your current CRM application. The savings you enjoy in both 'Money and Time' are the most influencing factors for your decision to change to Microsoft’s CRM solutions.

Ways to use Entity as leverage

For example, an insurance company may be using CRM to store details of the policies underwritten. This includes information on expiration dates, carriers, etc. under the contact record. With Microsoft CRM, an entity can be created specifically for a particular broker so that all relevant information can be seen in one place.

Let’s look at another example. A real estate company is using CRM for storing all the properties listed under a specific Account/Customer with details on each property. With Microsoft CRM you can creation Entity to include information on each property sold/purchased including criteria such as number of rooms, dimensions, pricing, etc.

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